Purchases and Sales Made in Q4 2024 in Listed Fds Tr Overlay Shares M (OVM)
This table provides information about the institutional ownership of Listed Fds Tr Overlay Shares M (OVM) during Q4 2024. The information is specifically focused on institutions that hold shares of LISTED FDS TR OVERLAY SHARES M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
651KNew |
$14.1M - $14.8M
|
651K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
45.3K+ 111.13% |
$983K - $1.03M
|
86K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
14KNew |
$304K - $318K
|
14K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.1KNew |
$89.1K - $93.3K
|
4.1K
$84.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
354+ 0.59% |
$7.69K - $8.05K
|
60.4K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-49- 15.41% |
$1.06K - $1.11K
|
269
$5.53K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.58K- 62.1% |
$56.1K - $58.7K
|
1.58K
$32.4K
|